Financial Adviser · VICTOR HARBOR, SA

Susan Elizabeth Baxter

18 Years experience

Tax advice
authorised

Currently at

Butler & Butler Investment Services Pty. Ltd.

Victor Harbor, SA

View firm profile

ASIC Registered · ADV 000322237

Susan Elizabeth Baxter is a financial adviser based in Victor Harbor, South Australia, with 18 years of experience in the financial services industry. Susan is currently authorised under Butler & Butler Investment Services Pty. Ltd.. Susan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FPSB & FPA. Susan is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Business (Accounting)

Victoria University

1998

Chartered Accountant

The Institute of Chartered Accountants in Australia

2007

Diploma of Financial Services (Financial Planning)

Mentor Education

2013

Certified Financial Planner

FPSB & FPA

2014

CTA1 Foundations of the Chartered Tax Adviser Program

The Tax Institute

2014

• CTA1 Foundations of the Chartered Tax Adviser Program

The Tax Institute

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Butler & Butler Investment Services Pty. Ltd.

Feb 2008 - Present Current

Source: ASIC Financial Advisers Register